PlayBook CRM

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What is PlayBook CRM?

PlayBook CRM is a revenue lifecycle management software designed primarily for SaaS companies to manage operations and intelligence across all revenue generating arms.

With operations and intelligence from Marketing to Renewals, PlayBook is designed as a centralised revenue lifecycle management system for all the revenue generating teams in the organisation.

The old school "switching between multiple platforms" to figure out your company's growth is a thing of the past. PlayBook brings in a rad approach to the traditional Sales and Customer Success processes by introducing a view where reps no longer haggle between tasks but focus on objectives to ensure productivity and output.

Coming soon - Create your own playbook for CXOs and VPs can define plays for their reps - from SDRs to CSMs to minimise dependencies on operational support while they focus on growth.

PlayBook works exceptionally well for Startups and SMEs.

Our Support - Phone/Email/Chat and FAQs (coming soon)

PlayBook CRM currently scores 47/100 in the CRM category. This is based on press buzz (18/100), and other relevant information on PlayBook CRM gathered from around the web.

The score for this software has stayed the same over the past month. What is this?

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CRM Market Radar

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PlayBook CRM Product Overview

  • SaaS Revenue Lifecycle Management

  • Toggling between multiple platforms is a thing of the past

  • Inbuilt CRM for - Marketing, Inside Sales, Sales, Customer Success, Renewals

  • Inbox View to maintain objectivity and productivity across tasks and deaks

  • Coming Soon - Create your own playbook for CXOs and VPs to guide their reps through operational work

  • Support - Call/Email/Chat and FAQs (coming soon)

  • PlayBook works exceptional well for Startups and SMEs

Languages Supported: English
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CRM Software Buyer Guide 2024

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in March 2024.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...


PlayBook CRM Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management
PlayBook CRM Pricing

PlayBook CRM Pricing Plans


upto 5 users/month
  • CRM
  • Team Targets
  • User Targets
  • Dashboards
  • Email Support


upto 10 users/month
  • All Tribe Features
  • Setup Guidance
  • Email Support


upto 25 users/month
  • All Kingdom Features
  • Assisted Setup
  • Email/Call/Chat Support

Plans starting from: $100.00/month Credit card required: No

PlayBook CRM FAQs

What are some applications PlayBook CRM is commonly used in tandem with?

The output from PlayBook CRM can be used in accounting. Our CRM can help maintain customer management information in Tandem with Customer Success/Engagement Softwares.

Does PlayBook CRM integrate with any other apps?


Who are the main user groups of PlayBook CRM?

SaaS companies <100 employees and <30 users

What is PlayBook CRM generally used for?

It can be used as a CRM for revenue generating/contributing teams - Marketing/Inside Sales/Sales/Customer Success/Renewals.

Revenue Management and Target Setting for CXOs and VPs

Company Health check for CEOs

Does PlayBook CRM offer an API?

Yes, we can build APIs on demand

What platforms does PlayBook CRM support?

It's a cloud based software and works on multiple browsers such as Chrome, Firefox, Safari etc.

Coming soon - iOs and Android mobile apps

Does PlayBook CRM offer guides, tutorials and or customer support?

Yes, both video and infographics coming soon

Does PlayBook CRM offer multi-user capability (e.g. teams)?

Yes. We have 5 teams - Marketing, Inside Sales, Sales, Customer Success, Renewals

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